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On 19 and 23 May, Schroders hosted its annual Secular Market Forum. We invited some of the world's leading industry, academic and financial commentators to debate the issues which are shaping the world economy today. These are 'slow burn' issues which can influence markets gradually over time, or have the potential to explode into either significant investment themes or major concerns. Secular Market Forum webcast: Keith Wade, Chief Economist, and Robert Farago, Head of Asset Allocation: Schroders Private Bank, reflect on some of the key conclusions from the event in a webcast. Watch the video here. The agenda and articles: |
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The new geopolitics of energy - Professor Michael Klare | |
| Professor Michael Klare reflects on how the world's increasing demand for ever-diminishing supplies of energy is radically changing the international balance of power. | ||
| Read the article | ||
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The commodities super-cycle - Dr Marc Faber and Tim Bond | |
| Dr Marc Faber and Tim Bond consider the implications for economies and markets of a commodities super-cycle. | ||
| Read the article | ||
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Financial markets and regulation - Professor Charles Goodhart and Anatole Kaletsky | |
| Professor Charles Goodhart and Anatole Kaletsky consider the causes and consequences of the latest crisis in financial markets | ||
| Read the article | ||
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Sovereign wealth funds - Dr Brad Setser and Dr Stephen Jen | |
| Dr Brad Setser and Dr Stephen Jen contemplate the market impact of sovereign wealth funds and the new protectionism. | ||
| Read the article | ||
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